Nvidia -CEO, VFC Vans prices, Lowe -winnings: trend kicker

00:00 Speaker A

Now time for some of today's trend kickers. We watch Nvidia, VF Corp and Lowe's. Initially, Nvidia CEO Jensen Huang US chip export described an error. At a conference in Taiwan, Huang said that the market share of Nvidia in China has decreased from 95% to only 50% in the past five years. Huang also praised Deepc, which built his AI model on Nvidia chips and gave it a gift to the world. Well, shares of Nvidia at the moment they have declined by about 1%, here at the beginning of today's activities. And it was not a gift for the shareholders, we know in the immediate reaction that we saw according to the announcements of the Deepc announcements for Nvidia shares. But then it was really a changing round of the narrative about how to assume more competition, which is available in the form of language learning models, more chip manufacturers and this market share may continue to shrink, or at least some of the chips will fall on other manufacturers.

02:09 Speaker B

And this was the main question when the United States announced a loosening of the chip restrictions with the Saudis, the idea, can predominate the amount of weakness if the Chinese buyers are excluded from the market. Jensen Huang, CEO of Nvidia, throws cold water on this idea and directly says that this promotes Huawei instead of hindering this company and brings China to the front when it comes to winning AI here. The company also says that China alone will make up a chance of 50 billion US dollars by 2026. If American technology companies like NVIDIA are not approved, local customers will spend this money elsewhere, and this could be an advantage for the Chinese technology companies who are aiming for this chip boarding stones.

03:21 Speaker B

Next, the shares of Apparel and Shoemaker VF Corp fell, according to a larger than expected loss, over 10%in the current quarter. The parent company of Vans and Timberland says that they are products in the USA before the 90-day break for country-specific tariffs runs. It is also planned to increase the prices for goods due to tariffs. The stock lowered 16%. This has not been the first time in recent years that we have heard of weakness with Vans, VF Corp, and I recently looked at a look at the costs of vans online. They are really affordable shoes. So I am not surprised to hear how they talk about increasing prices. The question is, is the demand from consumers already questionable? And what will a higher price shoe do for this demand?

04:38 Speaker A

Yes, absolutely. And this is not the first that we heard from at least one of the shoes companies. Under Armor signals something similar and tries to find out exactly how much these costs, and this will be the main calculation that all of these brands have to run. How much of these costs do you ultimately have to pass on to consumers, and how long a period of time you actually see that these result in your general wholesale orders that are bought by your retail partners and what you can sell on the warehouse. So when we start seeing the inventory, this may be a clear indicator of how you can get it that consumers push the price back. In Addition to the fact that there's still Going to Be Future Seasons that they have to try and design and forecast, and ultimately run their Own Modeling Around How Much of That Inventory in Future They'll Be Able Too, Too, As We're Seeing Kind of Much Of The Direct-to-Consumer Emphasis that a lot of Manufacturers had put on Themelves, and now trying to, you know, re-enema with many of those retail partnerships. Nike, one of these main actors, but VF Corp also has a large retail and wholesale dealer outside of their sales, which will continue to be considered in the future. But the stocks will score a hit at the moment, 16, 17%.

06:39 Speaker A

Finally, here, stocks of Lowe's, this is one of our top trend tickers this morning and rises this morning after he had reported the profits that exceeded the expectations of the street in the first quarter. This despite a decline in sales in the same business and a greater commitment to the DIY consumer than his competing home depot, which confirmed in his winning call that it will not increase prices due to tariffs. Shares at the moment of Lowe, you see a little increase higher, around 4/10 percent. I think you have also repeated in your forecast. You have repeated your expectations of the entire year, and this has also attracted the attention of the street.

07:52 Speaker B

Yes, basically better than the worst result when it comes to Lowe's here, and we get some headlines from the CEO, which talks about the income call, Marvin Ellison, about efforts to accelerate the supply chain diversification. As you know, from Brad, of whom we also heard from Home Depot, who said that they would not get more than 10% of their deliveries from every country, which I think for a really meaningful status that these companies simply do not know which countries they can trust in the middle of this pending war and the entire uncertainty.

08:40 Speaker B

Well, you can scan the following QR code to track the best and worst stocks with the trend -stickers page of Yahoo Finance.